ACT and Mac, 2008

April 5, 2008

In January, 2005, I wrote a blog post ACT and Mac which is about the piece of Windows software ACT (not the college entrance exam).

(For those who don’t know, ACT is a contact/calendar manager of the kind generally referred to as a “Personal Information Manager” or PIM. It is increasingly marketed towards people involved in sales, but its original emphasis was on relationships and that was what made it attractive to me at the time.)

My struggle was that I relied on ACT to pretty much manage my entire life for about 3-4 years, but I was now moving to Mac and there is no Mac version of ACT, nor do I expect that there will be.

I have never gotten so much response to anything I have written (well, except for the time that I upset The Cat People, but I don’t like to talk about that). Generally people ask: “So, what have you done? Did you find a good replacement for ACT?”

How much of an unhealthy devotion to ACT did I have?

Here is what I have done:

  1. Used ACT on a Windows desktop computer while also using a Mac laptop. This failed for the obvious reason of needing/wanting quick, easy, portable access to the most important app in my life. The reason that you get a laptop is that you want your computer with you in more than one place. Without your calendar/contact info, that’s a bit of a problem. I carried a Treo for a long time, but that was hardly the same.
  2. Carried a Windows laptop and a Mac laptop. In what can only be described as a raging fit of stupidity, I dropped several hundred dollars on a Dell Inspiron 700m. It was a nice enough computer (I really liked it, actually) but did you hear the part where I was carrying two laptops?!? Yeah, even a small and light second laptop will weigh you down. The good part was that I had instant access to my calendar, etc data wherever I was. The bad part was that it still didn’t integrate into my life as a Mac user. If I got an email on my Mac about a meeting, I’d have to fire up the Dell to make changes. This was stupid. Yet I did it for a year.
  3. Tried to use my Treo instead of Windows, syncing once a day to the Windows machine. A smart person might have tried this before buying a second laptop. I am not that person. On the other hand, it doesn’t really matter, since the Treo sucked and the ACT client for Palm really sucked. I wish I could find a more dignified way to put it, but let’s face facts, it sucked.
  4. Switched to Agendus on the Treo syncing to ACT on Windows. Yeah, the Treo still sucked, and Agendus routinely crashed, deleting any changes I had made since launching it. If you want to lose faith in a calendar program fast, try adding 6 new entries and have it crash, wiping out all 6, leaving you to wonder “What were the other 5?” Agendus sucked. If you’re a software developer for a calendar program that doesn’t immediately save its data as soon as possible after a new or modified entry, please either fix it or quit your job. Immediately.
  5. Ran Windows/ACT in VirtualPC on a PowerPC based Mac. About as much fun as shooting yourself in the groin six times with a nail gun and then sitting in a bath of rubbing alcohol.
  6. Sold the Dell 700m Bought an Intel MacBook as soon as they came out to run ACT/Windows in Boot Camp/Parallels/VMWare. This was the most promising of all of the solutions, and it worked thousands of times better than everything else, but by this point I was tired of the whole abusive relationship between myself and Windows and ACT. The company which owned ACT (which has been sold 2-3 times since I started using it) also stopped doing bug fixes, for the most part, opting instead to release annual upgrades at the cost of $129. That’s an upgrade cost, per year. They also dramatically changed the way that ACT worked somewhere around 2006, making use some separate database program, and it got really, really, really slower, and no better, and several long-standing bugs were not fixed.

Which Mac PIM apps have I tried?

In, under, and around each of these little experiments, I tried various Mac applications. I bought Daylite and tried Now Up to Date and Contact which are two separate programs, one for calendar, one for contacts. They are supposed to work together but I never quite “got it” and clearly I was not alone, because they are working on a new program called “Nighthawk” which is currently in slow-moving-closed-beta stage (for example the status page as of 4/4/2008 says:

The calendar is expected to hit beta in early March. The year/month/week/multiday/day/detail views are all working but they need to be polished. We expect the calendar private beta to be a 3-4 month process.

Sounds promising, and I will definitely check it out, but as of right now it’s a bit of a dead parrot.

There’s also Bento from Filemaker, which looks to have some of the customization features that ACT had. I have a license for Bento too, although I haven’t done much with it yet. However, if you were checking out making “The Switch” you should.

I’d be remiss if I didn’t mention Entourage which is the asthmatic, under-developed, skinny (on features) but somehow-still-bloated little brother to Microsoft Outlook. Part of Microsoft Office for Mac, Entourage is probably the best PIM client currently available for Mac today. The upside is that 90% of Mac switchers will buy Office:Mac anyway, so I’d encourage you to check that out.

But it ain’t no ACT.

So What Is The Equivalent of ACT on Mac?

The sad reality is that there is no equivalent of ACT on the Mac.

None.

Nothing even comes close to its power or flexibility.

Here is the single biggest thing I miss about ACT: Scheduling activities with certain people. In ACT, everything you schedule, you schedule with someone (even if it is yourself). Here’s an example: say I have a meeting with John Smith about landscaping on Wednesday at 3pm. In ACT I would schedule a new meeting (ctrl+M) and the box would come up asking me for time, date, duration, who it was with (my name being pre-selected), etc. You could choose names by starting to type in the Name field and have it auto-complete.

Then, in the calendar, it would show up as:

3:00 p.m. Landscaping [Smith, John]

I could then click on the entry and have it take me to John Smith’s information, which would contain a history of all my communications with John in the past. Also, if I needed to call John (say, to confirm the appointment or reschedule it), all of his contact information was right there.

If I scheduled a phone call (different than a to-do, different than a meeting) with John Smith, it would show up like this:

3:00 p.m. Landscaping [Smith, John 614-555-4537]

I could also tell ACT how long to default for meetings, to-dos, and phone calls, and have each of them be different. I could also customize alarm lead times for each. For example, I wanted to be reminded of meetings about 30 minutes beforehand, phone calls about 10 minutes beforehand, and To-Dos I usually let remind me at 0 minutes beforehand (not 1 minute before, as some programs make you do).

None of this is difficult, but none of the Mac PIMs make it easy to connect people with events. Even if you force iCal and Address Book to link a contact with an event, you can’t do anything with it, the connection doesn’t carry over to the iPhone, and it doesn’t show up in the list of events.

ACT would warn you if you tried to schedule two things at once. It would let you do it, if you insisted, and you could turn it off, but it was nice to have the computer do some of the work by saying “Are you sure you want to double-book yourself for lunch on Wednesday?”

ACT would let you schedule To Do items at a specific time and have them show up in the regular calendar. Add this to the conflict checking and it was easy enough to block off two hours on Tuesday morning and when I tried to schedule a meeting for that time, it would show the conflict. (You could set them for “no time” if you wanted to, but I always found that if I didn’t actually say when I was going to do something, it didn’t actually get done.

Ditto for Phone calls.

In the Mac world, only meetings get on the calendar (which David Allen would love, but doesn’t work for everyone).

There was also an option to show just Meetings, just To Dos, just phone calls, or any combination. They could easily be color coded too.

Now I can emulate this with using different calendars in iCal, but it’s Not The Same and it’s Not As Good.

What do you use on the Mac?

What you need to understand about PIM data on the Mac is that you will want to have it in Address Book and iCal. Mac OS X has something called “Sync Services” which basically lets a whole bunch of different apps communicate back and forth using your calendar, contact, etc information. Although it is far from perfect, unless you use one Mac and never ever ever want to share your information, your data will be in iCal and Address Book in some way, shape, or form.

Entourage, Bento and the other 3rd-party PIM apps can add some other information, but don’t expect them to sync well. For example, Entourage has a birthday field, and you can add a birthday field to Address Book, but they do not (last I checked) sync to each other. Your best bet? Look at what Address Book can do (you can add some additional fields to what it offers) and accept that as your limited set of actions.

iCal, compared to ACT, is a pathetic joke. But it’s what I use, because it’s the lingua franca of Mac calendar programs.

Migrating Data

I don’t remember how I moved my contact / calendar from ACT to Mac, but I do remember making lots of backups and printing stuff out before I started. Even if you print it to a PDF, don’t risk not having something later.

The best idea is to get ACT to export into a CSV (comma separate) or TSV (tab separated) file and then import contact data into Address Book on the Mac. I don’t remember the details of how or what I did, but I can tell you this: expect to lose everything except the basics: name, address, phone numbers, etc.

If anyone does have specifics, please let me know. Be glad to give credit.

(ps - please note that at no time in this article did I refer to ACT as being a tough act to follow. That was not unintentional, even though it would be an apt description of the situation, it’s just far too “Oh look how clever I am” which always makes me hate the Internet.)

  • http://www.zen-sys.com Bill Scheffler

    Loved the article, perfectly described accurate and simple that I could follow unlike most reviews of a PC program, so I am looking to replace my IBM PC with a MacBook and I have used ACT for 15 plus years any new news on ACT being a tough ACT to follow up,

    I called ACT support nothing for MAC, went to Apple Store Now Up to Date and Contact was what the recommended. Have you found anything that would be in the category of ACT for a MAC

    Looking forward to your reply. Best regards

  • http://twitter.com/luomat @luomat

    “Now Up to Date and Contact” is now an ironic name, given that the software is several years old.

    There is a new version called “Nighthawk” which was demoed almost two years ago at Macworld (1) but I haven’t heard anything about it. You can find out more at

    http://www.nowsoftware.com/nighthawk.html (redirects to http://www.nowsoftware.com/nighthawkSubsite/index.html as of 2008-12-30)

    Microsoft Entourage (the Mac version of Outlook, or close to it) is the best looking PIM that I have seen. However, it doesn’t work well with Sync Services which is necessary for connecting to an iPhone, syncing across machines, etc.

    I finally settled on using Mac OS X’s iCal and Address Book apps.

    They are in no way, shape, or form as good as ACT! for Windows.

    There just isn’t anything as good as ACT! for Windows on the Mac. In 5 years of using Macs, it is the only program I still miss.

    I wish I had better news for you.

    (1) http://www.tuaw.com/2007/01/10/now-software-announces-nighthawk-cross-platform-group-calendar/

  • Bob

    Act was created for mac long before PC.

    [Ed. - while that is true, the version of ACT for Mac has long since been discontinued.]

  • J BARBER

    Spot on!! After 10+ years with ACT, I moved from PC to Mac in 2007 (all prompted by my desire to have everything coordinated with my new iPhone). Because attempts with Daylight and Bento were a miserable failure: I used Parallels to run ACT (and Quicken for Small Business [the other unexplained holdout in Mac compatibility]). I used a pared down version of my contacts on Addressbook sync’d to my iPhone to have info while away from the office. It all failed miserably and was a headache to try and keep duel files on ACT and Addressbook/iCal. I missed meetings, and am frankly not technologically talented enough to sync up various platforms or various machines.

    So, I gave myself 5 months to transition from ACT to the Mac software. I ran duplicate calendars for 2 months and then gave up ACT calendars while maintaining Contacts and Notes….Oh! Did I mention Notes?? No. Notes to me are the most important part of ACT. I have kept long and detailed summaries of events and histories in the Notes section of ACT all nicely sorted by date. No such opportunity (without a very large consulting expense) existed to transfer all my notes to AddressBook.

    On Dec 31, 08 I went cold turkey and have stopped using ACT I have a detailed Contact printout of all my Contacts; nicely printed on two-sides and spiral bound. I then created an enormous PDF file of all my Notes. I have this searchable file available to me on my iPhone and office computers and find that I do not have to reference it as often as I feared. It is there and easy to get to.

    Notes on Addressbook are awkward and messy. I have to remind myself to start EVERY notation with the date. (I have written to Apple imploring them to offer a default that starts every Note with a date…but…). I do it and am getting used to it.

    The good news in all this is that there is life after ACT. iCal and AddressBook get the job done and I have everything with me on my iPhone. I am learning how to use the Group function better to help winnow down the 3000 contacts that I manage and it is working. Both progrsms have pretty decent search features and not too much is missing.

    ACT had the best print options and created lovely directories which I could have on my desk or in my briefcase for reference. I haven’t tried to do this with the Mac but will in the next few months. We’ll see how it goes.

    Like a lost loved one, I continue to mourn ACT, but frankly, a failed franchise is a failed franchise. I know I will be happier with my new Mac based life.

  • http://www.enviroflo.com Thomas Petersen

    First, for Bob who states ACT was created for MAC long before PC I would have to say Hmmm! I still own my first copy of ACT version 1.1B from 1989 when Contact Software International produced it out of Carrollton, TX. I wonder how much earlier they created the MAC version.

    That being said, I miss ACT tremendously since moving to MAC in 2007 and have found nothing to date to replace it. I have also tried everything stated by Tim and others on this site and come up dry.

    Today I noticed that the revamped Nighthawk is being BETA tested and a version (renamed NOW X) is out for public trial. I found it in a search at the following website: http://www.poweronsoftware.com/nowxsubsite/ It is suppose to overcome many of the drawbacks found in Now Up To Date and Contact. I don’t have my hopes up too high but will give it a shot. So far nothing has come close to ACT for functionality.

    By the way, Entourage is a joke. Fingers crossed that NOW X won’t be a major disappointment.

    (Ed: It’s “Mac” not “MAC”)

  • Rob

    First disclosure, I’ve never been an ACT user. That being said, after reading all the gory detail functionality that everyone says ACT performs so nicely I’m left wondering why so many nobody has had a positive experience with Daylite. I’ve been using Daylite for about a year now (after a 2-year, ridiculously expensive experiment with Salesforce.com.) Every ACT functionality mentioned in this thread also exists in Daylite. You can literally link everything in DL, tasks and appointments to contacts and organizations, notes, emails; you can set pipeline activities, multiple alarms for tasks and appts., create groups, link contacts with multiple organizations/projects/opportunities and define the role they play at each, and the list goes on. If you use Apple Mail your emails will automatically be linked to contacts, projects and opportunities. They’ve also recently luanched a iphone app that brings all the functionality of your local or server based DL to your iphone.

    To be sure I have my complaints about DL. Much the same as Salesforce, and probably ACT, many of these CRM programs are so powerful and complex that they take as much time to administer as they save in the “M” of CRM. My biggest complaint is that the reporting module is ridiculously hard to use. I’m told by a DL expert that it has the most powerful and flexible reporting capabilities of any CRM product - if you happen to be a programmer! But if your reporting needs are pretty consistent (i.e., unlike me you’re not constantly thinking of new and esoteric ways to look at your data) you can get your reports created at the touch of a button.

    The learning curve on DL can be a little steep. I sometimes go overboard feeling like I need to use every functionality available. ACT might be a bit more elegant given it’s 2 decade head start but for those looking for extremely powerful and flexible CRMs on the Mac Daylite is really the only game in town.

    All this being said, if you’re open to web based CRM you should also check out <a href=”http://www.highrisehq.com/?source=37signals+home>Highrise. Being web based it’s cross-platform but it works seamlessly with the iphone, and it’s WAY easier and less expensive than Salesforce.

  • http://marc@marcrosenblatt.com marc

    i too have missed act. i still have the floppy disks for act for mac. i tried many of the suggestions and can confirm now contact/uptodate dont cut it. i actually called them recently and they still claim there is not enough of a market to make a mac version. i wish some one would tell them diffrently who matters. i was just told to buy the pc virtual thing for my ppc mac. just sounds too complicated already

  • Blake

    Now that mac can run XP and that, using Fusion I can connect to my corporate network, I am moving back to my roots as a mac user after a 12 year stint with Windoze. I have run my life on ACT for the last 12 years, and maintain all my ‘meetings’ back to 1997 as well as history and notes since 2003. I have just under 3000 contacts with an average of 20 fields per contact, plus years of history on certain contacts.

    I stopped purchasing the ACT upgrades after ACT version 5.0, as after that release, the company got Bill Gatesed and added a huge amount of bloat marketed as ‘increased functionality’. I desperately need a fully functional and integrated contact management system (not a customer relationship manager), and am considering three options: 1. Continuing to run ACT 2000 on the XP side of my mac and dealing with the lack of interface to the mac side of my life. 2. Moving to Daylite, which is much more than I want or need, as they offer an ACT to Daylite conversion process and dealing with the brain damage of learning a new system and cleaning up the inevitable data conversion problems that are sure to occur. 3. Importing the ACT info into Bento and dealing with the brain damage of creating new custom forms etc while not having the integration afforded by specifically designed contact management systems, not to mention losing heaps of my historical data.

    Any advice or comments on these three options would be greatly appreciated.

  • Sandra

    I’ve used ACT! since its introduction by Contact Software International. As of today, there is no PIM program that compares to the flexibility and ease of use. When Symantec’s owned the software they really worked hard to enhance the program. The program was all about effortless tasks, appointments, notes, then move onto the next. The ability to see all your information in one view. To see all your notes, in its entirety. I could go on and on of all the features that are missing in today’s programs. As most, of the former ACT! Users I had to make that change over to OSX and migrate to something comparable. Right now, I found the closest program to ACT! is Daylite. If you liked digging and searching for your information this is the program for you. ACT! feature’s that you were accustomed to that were intuitive and well thought out (MAC and ACT like) are not here. You’ll find this program to be buggy, lacking features and functionality. It’s amazing that ACT! running on OS9 was so far ahead of its time to see the programs running on OS10 today do not compare. There needs to a forum for ACT! Mac users to promote and discuss PIM programs that actually work today.

  • http://budjamesphotography.com Bud James

    I’ve been an ACT! user since the DOS version, First ACT!. I switched to Macs 2.5 yrs ago (actually, I came back to Macs after a 14 yr hiatus) when my friend showed me Windows XP Pro running inside a Mac OS window using Parallels. I was sold.

    Since then, I switched to VMWare Fusion 2.0. I run this to run ACT! 2007, MS Outlook and IE 7.0 (for IE specific financial web sites). It runs great. Everything else, I run on the Mac OS side, including Office:Mac 2008.

    Forget Entourage, it’s a pig and can’t touch ACT!

    I hope that some day the Mac OS will be able to run Windows programs natively without VMWare or Parallels. Until then, I about as happy as I need to be get ACT and the Mac OS experience running at the same time.

    Cheers. Bud

  • http://jamesbryantuk@mac.com James Bryant

    I am gutted to read all of the above! I moved to Mac 2 years ago and have been running Act on a desk top PC I have also tried to run it with vm and it is so complicated! I have recently trailed filemaker pro but it would appear that you cannot keep history or calls/ emails or schedule anything in.

    Such a shame it is one of the very few bad things about Mac ownership!

    If anyone has an up date please post it!

    Regards

    James

  • http://www.therootsagency.com Tim Drake

    Well I suppose there is some comfort in knowing that I didn’t suffer alone. Why ACT! discontinued a Mac version is beyond me.

    I had the same problems all of you did. Only thing is I’ve been using Macs for 20 years. The ACT! for Macintosh Software was not compatible with OSX. Nothing out there came even close to ACT. We explored creating our own ACT! in Filemaker Pro, but it would have cost about 25K to do. I have a small business and there are 8 of us that were using ACT!. I called a consultant and he told me about Wired Contact — which is a served up version of web based ACT. It’s a monthly cost that I was happy to pay because nobody had to be trained and it was almost identical to ACT!. What’s more all the data transfered over — even the notes. I’ve been using Wire Contact for about four years now. http://www.wiredcontact.com/

    We are looking at something else now. An open source web-based program called Sugar. You need someone to program it, but it will integrate our contract database with our contact database — which is appealing - but it will cost a good deal.

  • http://www.codabrothers.com Andy

    Great forum! I am opening a new business and it will be running on a Mac. I have been a 15 year ACT guy, and have just started exporing my Mac options… and so far so disappointed! I’ll have to check out Bento.. I have not looked into that one yet.

  • Ellen Breiten

    Appreciated the conversation on ACT! I too have been a devoted user. Started with Act for Mac which was wonderful. I have kept my G4 Powerbook for those databases… my Christmas card list is still there. It runs only in OS 9, and I also have OS 10 on the G4 , however didn’t upgrade to Tiger and now am having a difficult time trying to find an upgrade CD. (Didn’t get the DVD when I could have, ouch) Because I’m in 10.2, I can’t use a lot of the websites well and I can’t upgrade to Leopard because it will wipe off OS 9 and my beloved ACT!.

    Meanwhile I also have a PC with XP and have ACT for Windows. I’ve gone through a number of versions and I must say it is not a very user friendly program, at least not for me. I have struggled for years to get it running properly. Part of my problem is that I know what it should do, but it does it differently from the Mac version. It looks different, the notes are different. Just trying to add people to a group is crazy. Nothing seems to be where I think it should be. I would love to have the ACT for Mac back in a version that worked on the current system. I mourn it’s loss.

  • Mike Nelson

    This forum has been very helpful. I have used ACT for years but our small business would very much like to go all Mac. I just looked at Wired Contact that Tim Drake mentioned above and if they have someone in Kansas that can work with us, I believe it will be the best solution for us. Frankly, we are only interested in the client contact page and the historical notes data that time stamp all entries and lists the person making the entry automatically. If we could find just those two very important features in a Contact Management Software that would work with Mac’s and would transfer over all our data, I’d buy it. We came close to purchasing Daylite, but it’s overkill for us and we have been unable to find anyone available in Kansas to convert our data on site (due to security issues). Thanks for all your comments!

  • cynthia

    OK—I read all the posts, and some are a bit old.

    HAS ANYONE FOUND A DECENT ALTERNATIVE TO ACT BUT RUNNING ON THE MAC??

    I have my client list and also have all my christmas and party lists on ACT (Started using ACTin 1993?) and have never moved over to the MAC. In my family I am the last PC holdout but am finally totally sick of XP/Microsoft and all the virus problems that come along with it. The new windows 7 scares me too. :-)

    I’m moving to a MAC sometime before the end of the year ( but probably will print my christmas card list from my PC one last time!).

    I’d like to hear from people who have used Daylite…as it seems that this is the one program that people say kind of comes close to ACT, but runs on the MAC. The one functionality that I really can’t live without is the e-mail integration function. Can you run e-mail through Daylite and have it save to your history automatically? My business uses email A LOT and that is the one thing that I bought ACT for in the first place. I need to be able to go back and see what I sent and what I said in prior conversations (notes) when I am talking to someone on the phone. Anybody???

    If anything other than Daylite is out there these days, I would love to hear about that too.

    No $ in the business budget for anything that needs customization…I need something to work “out of the box.” Thank you! Cynthia

  • John

    O.K… Daylite is a nightmare. Maybe it’s just me but I am going crazy with this thing. This is literally the second time that I have purchased the program. I did it because of the new Daylite Touch feature. Well, I’ve had both since April and still can’t figure out how to get Daylite Touch to run using my Mac as the server. I have hired a top line consultant and she couldn’t do it either! I’ve purchased tutorials, whatever.. You can do almost anything on Daylite if: 1. You are a computer programmer 2. You are a very strategic thinker who is willing to create a whole new world of thinking. 3. You are willing to completely change your concept of contact tracking ala ACT and go with a drastically different approach. Oh, yes it will integrate your email. After 2 purchases, months of work, hundreds of dollars and constant failure.. I have become just a little pessimistic. I hope that answers that.

    Tomorrow, Mac releases Snow Leopard. I am hoping that somehow, based on the new OS we have a new platform that is effective and efficient in running virtual windows…or something!

    Thanks to all of the comments on this site, I have saved myself the problems of other fixes. Does anyone have a line on how we can use the new OS to make our dream of ACT! on a Mac a reality?

  • Bruce

    I used ACT on a PC for years and was disappointed that it was not an option when I switched to a Mac 4 years ago. I have been looking for a replacement application ever since. I have tried Entourage, Contactizer, Chronos SOHO 8, and Daylite.

    Unfortunately, none of them performed up to my expectations. That being said, in my opinion, Daylite was the best of the bunch with the most robust feature set (complicated reporting function, though). However, 0ne note for anyone contemplating Daylite: I kept running into serious sync problems. Upon contacting their support folks, I was told by them that this was due to the fact that Daylite can only handle 1,000 contacts (I have 3,100). So it’s a no-go for me, unfortunately. If I had a smaller database it is the one that I would use, though.

    It is very surprising to me that no enterprising programmers have come up with an appropriate solution for what appears to be a gaping hole in the Mac world. Seems like an opportunity for someone -

  • Oakbridge

    First I'll put a disclaimer in, I am one of the Master Daylite Partners.

    However I'm also a user, and previously to finding Daylite, I had been on the search for that one great application. I go back to the days of ACT! on the Mac platform. I've tried Now Contact/Now Up-to-Date, Claris Organizer (anyone remember that?), Outlook, Entourage, and I've even tried to build one on my own. (I'm also a FileMaker developer)

    Nothing, and I repeat Nothing has ever come close to Daylite.

    But, and this is a big But… No two businesses work the same way. No two individuals work the same way. Daylite offers multiple ways of doing most functions. I get asked all the time “What's the best way of doing this in Daylite?” and the answer is: there is no 'best' way. Depending on the way you work, there is a 'best' way for you.

    To be very honest, whenever I tried using ACT!, I hated it. I found it confusing to use. Now at the very first, I found Daylite confusing to use as well. But as I worked my way through the application, it quickly began to make sense. Much more sense than anything else I've ever worked with. Since Daylite Touch, it has gone to a new level. Finally we get all of the powerful linking that we've had in Daylite but we get it on our iPhones.

    My first suggestion, to any new client. Don't attempt to learn Daylite all at once. The best success I have had training new Daylite users is to work in a phased approach. I will only train basics first, then after a user has worked with the basics, we will move on to what I consider some of the more advanced features such as Projects and Sales Opportunities. Too often I've seen users who have attempted to absorb the entire program all at once and it is a recipe for failure.

    Also, remember that like most applications today, there are loads of features. You won't need all of them. Find out which will be important to you, and which you can ignore. I've been using the product for over 5 years now and I probably only use 55-60% of the features.

    Finally: Daylite is not ACT! It is a different application that in my opinion, provides the same functionality as ACT! and more. But you cannot expect that Daylite will do things in the same manner. You've got to cut the apron strings to ACT! and move on if you want to be a Mac user.

  • Oakbridge

    I don't know your business, and you may have a legitimate reply to what I'm about to suggest. I'm curious as to why you have over 3000+ contacts that you feel are important enough to need to sync. (not sure what device you're synching these to)

    I do run into this often, and it seems to be the attic approach to saving data. Continue to store as much as possible until we run out of space. Even if you worked 6 days a week, in order to have contact with all 3000+ contacts that would mean that you're speaking with 10 different contacts each and every day, for a year. My guess is that a large percentage of those contacts are not people that you need to sync. Having that many will just slow you down when you are attempting to find those contacts that you do need to find. Using SmartLists, you're able to filter contacts into what I would consider to be a manageable list.

    I'm nut suggesting that you delete the ones that aren't current. Use them for a marketing campaign. Find out why you haven't contacted them in over 6 months or a year or whatever it is.

    Again without knowing your business, I'm just guessing here but rarely have I found someone who needs to have 3000+ active contacts synched.

  • Oakbridge

    First I'll put a disclaimer in, I am one of the Master Daylite Partners.

    However I'm also a user, and previously to finding Daylite, I had been on the search for that one great application. I go back to the days of ACT! on the Mac platform. I've tried Now Contact/Now Up-to-Date, Claris Organizer (anyone remember that?), Outlook, Entourage, and I've even tried to build one on my own. (I'm also a FileMaker developer)

    Nothing, and I repeat Nothing has ever come close to Daylite.

    But, and this is a big But… No two businesses work the same way. No two individuals work the same way. Daylite offers multiple ways of doing most functions. I get asked all the time “What's the best way of doing this in Daylite?” and the answer is: there is no 'best' way. Depending on the way you work, there is a 'best' way for you.

    To be very honest, whenever I tried using ACT!, I hated it. I found it confusing to use. Now at the very first, I found Daylite confusing to use as well. But as I worked my way through the application, it quickly began to make sense. Much more sense than anything else I've ever worked with. Since Daylite Touch, it has gone to a new level. Finally we get all of the powerful linking that we've had in Daylite but we get it on our iPhones.

    My first suggestion, to any new client. Don't attempt to learn Daylite all at once. The best success I have had training new Daylite users is to work in a phased approach. I will only train basics first, then after a user has worked with the basics, we will move on to what I consider some of the more advanced features such as Projects and Sales Opportunities. Too often I've seen users who have attempted to absorb the entire program all at once and it is a recipe for failure.

    Also, remember that like most applications today, there are loads of features. You won't need all of them. Find out which will be important to you, and which you can ignore. I've been using the product for over 5 years now and I probably only use 55-60% of the features.

    Finally: Daylite is not ACT! It is a different application that in my opinion, provides the same functionality as ACT! and more. But you cannot expect that Daylite will do things in the same manner. You've got to cut the apron strings to ACT! and move on if you want to be a Mac user.

  • Oakbridge

    I don't know your business, and you may have a legitimate reply to what I'm about to suggest. I'm curious as to why you have over 3000+ contacts that you feel are important enough to need to sync. (not sure what device you're synching these to)

    I do run into this often, and it seems to be the attic approach to saving data. Continue to store as much as possible until we run out of space. Even if you worked 6 days a week, in order to have contact with all 3000+ contacts that would mean that you're speaking with 10 different contacts each and every day, for a year. My guess is that a large percentage of those contacts are not people that you need to sync. Having that many will just slow you down when you are attempting to find those contacts that you do need to find. Using SmartLists, you're able to filter contacts into what I would consider to be a manageable list.

    I'm nut suggesting that you delete the ones that aren't current. Use them for a marketing campaign. Find out why you haven't contacted them in over 6 months or a year or whatever it is.

    Again without knowing your business, I'm just guessing here but rarely have I found someone who needs to have 3000+ active contacts synched.

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